Kovitz Investment Group Partners’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
317,653
+50,889
| +19% | +$3.53M | 0.09% | 187 |
|
|
2025
Q1 | $18.9M | Buy |
266,764
+2,350
| +0.9% | +$167K | 0.09% | 179 |
|
|
2024
Q4 | $19M | Buy |
264,414
+358
| +0.1% | +$25.7K | 0.09% | 181 |
|
|
2024
Q3 | $20M | Buy |
264,056
+99,174
| +60% | +$7.49M | 0.14% | 134 |
|
|
2024
Q2 | $11.7M | Buy |
164,882
+113,696
| +222% | +$8.05M | 0.1% | 153 |
|
|
2024
Q1 | $3.27M | Buy |
51,186
+42,395
| +482% | +$2.71M | 0.04% | 250 |
|
|
2023
Q4 | $534K | Sell |
8,791
-1,151
| -12% | -$69.9K | 0.01% | 326 |
|
|
2023
Q3 | $570K | Buy |
9,942
+108
| +1% | +$6.19K | 0.01% | 318 |
|
|
2023
Q2 | $730K | Sell |
9,834
-1,083
| -10% | -$80.4K | 0.01% | 314 |
|
|
2023
Q1 | $841K | Sell |
10,917
-885
| -7% | -$68.2K | 0.01% | 303 |
|
|
2022
Q4 | $987K | Buy |
11,802
+41
| +0.3% | +$3.43K | 0.02% | 276 |
|
|
2022
Q3 | $922K | Sell |
11,761
-302
| -3% | -$23.7K | 0.02% | 271 |
|
|
2022
Q2 | $934K | Sell |
12,063
-2,031
| -14% | -$157K | 0.02% | 294 |
|
|
2022
Q1 | $1.19M | Sell |
14,094
-7,434
| -35% | -$630K | 0.02% | 278 |
|
|
2021
Q4 | $1.66M | Buy |
21,528
+1,190
| +6% | +$91.8K | 0.04% | 221 |
|
|
2021
Q3 | $1.6M | Sell |
20,338
-2,429
| -11% | -$191K | 0.03% | 251 |
|
|
2021
Q2 | $1.67M | Buy |
22,767
+871
| +4% | +$63.8K | 0.03% | 251 |
|
|
2021
Q1 | $1.66M | Buy |
21,896
+368
| +2% | +$27.8K | 0.04% | 226 |
|
|
2020
Q4 | $1.66M | Sell |
21,528
-300
| -1% | -$23.1K | 0.04% | 215 |
|
|
2020
Q3 | $1.52M | Sell |
21,828
-80
| -0.4% | -$5.55K | 0.04% | 215 |
|
|
2020
Q2 | $1.32M | Sell |
21,908
-1,764
| -7% | -$106K | 0.04% | 222 |
|
|
2020
Q1 | $1.42M | Sell |
23,672
-5,700
| -19% | -$343K | 0.05% | 204 |
|
|
2019
Q4 | $1.78M | Buy |
29,372
+12
| +0% | +$726 | 0.05% | 207 |
|
|
2019
Q3 | $1.71M | Sell |
29,360
-3,800
| -11% | -$221K | 0.05% | 211 |
|
|
2019
Q2 | $1.7M | Sell |
33,160
-4,100
| -11% | -$210K | 0.05% | 204 |
|
|
2019
Q1 | $1.8M | Sell |
37,260
-12,760
| -26% | -$617K | 0.06% | 206 |
|
|
2018
Q4 | $2.17M | Sell |
50,020
-2,460
| -5% | -$107K | 0.09% | 139 |
|
|
2018
Q3 | $2.2M | Sell |
52,480
-1,380
| -3% | -$57.8K | 0.1% | 56 |
|
|
2018
Q2 | $2.25M | Sell |
53,860
-2,080
| -4% | -$86.9K | 0.1% | 57 |
|
|
2018
Q1 | $2.28M | Sell |
55,940
-5,856
| -9% | -$239K | 0.11% | 56 |
|
|
2017
Q4 | $2.41K | Sell |
61,796
-3,020
| -5% | -$118 | 0.1% | 57 |
|
|
2017
Q3 | $2.38M | Sell |
64,816
-400
| -0.6% | -$14.7K | 0.12% | 54 |
|
|
2017
Q2 | $2.29M | Sell |
65,216
-10,980
| -14% | -$385K | 0.12% | 55 |
|
|
2017
Q1 | $2.45M | Sell |
76,196
-44,800
| -37% | -$1.44M | 0.13% | 57 |
|
|
2016
Q4 | $3.61M | Sell |
120,996
-1,900
| -2% | -$56.8K | 0.21% | 42 |
|
|
2016
Q3 | $3.76M | Sell |
122,896
-100
| -0.1% | -$3.06K | 0.23% | 49 |
|
|
2016
Q2 | $4.01M | Sell |
122,996
-5,500
| -4% | -$179K | 0.28% | 48 |
|
|
2016
Q1 | $3.8M | Buy |
+128,496
| New | +$3.8M | 0.22% | 49 |
|